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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,065 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.05% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,421 | $5,262-73.0% | $4,736-70.0% | $4,764-70.2% |
| Participant deferral / active EE | $1,095 | $7,111-84.6% | $6,710-83.7% | $5,851-81.3% |
| Admin fee / account holder | $351 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |